Live Rich: The Capstone Strategy
Welcome to Live Rich: The Capstone Strategy, the podcast for people 55 and over who believe wealth is a tool for living — not just a number on a statement. Hosted by Roxanne Theodoropoulos, who understands the real priorities of retirement and legacy. This show explores how to maximize your financial freedom, purpose, and joy in the final — and most meaningful — chapter of life.
We break down smart, value-driven strategies for spending, giving, and living richly now, not later. From optimizing retirement income and tax planning to leaving a legacy that’s more than just money, each episode equips you with the tools to finish well — and live fully.
Because you didn’t work this hard just to die rich.
Live Rich: The Capstone Strategy
Worth The Risk? Growth Vs Safety
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
In this episode, Roxanne from Capstone Wealth shares her investment philosophy focused on risk management, strategic distribution, and personalized financial planning. She discusses how to balance growth with safety, the importance of intentional distribution, and how to align investments with life goals.